See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,959 | $46,869+126.1% | $122,332-13.4% | $70,131+51.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 21.08% | 24.22%-3.1pp | 30.27%-9.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $3,500 | $1,288+171.8% | $4,050-13.6% | $2,342+49.4% |
| Participant deferral / active EE | $4,803 | $2,166+121.7% | $3,287+46.1% | $3,332+44.2% |
| Admin fee / account holder | $17,430 | $3,322+424.6% | $5,478+218.2% | $4,645+275.2% |